Fulcrum Wealth Advisors
Financial Services • 
Bellevue, Washington, United States • 1-10 Employees
Company overview
| Headquarters | 10940 NE 33rd Place, SUITE #210, BELLEVUE, WA 98004, US |
| Phone number | +18774000260 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Stocks, Research, Estate Tax Planning, Bonds, Financial Planning, Alternative Investments, Mutual Funds, Exchange Traded Funds, 401 (K) Retirement Plans, Tax Wise Investing, Wealth Planning & Management |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Key Contact at Fulcrum Wealth Advisors
Jonathan V. Bever
Director- Investments
Fulcrum Wealth Advisors Email Formats
Fulcrum Wealth Advisors uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@fulcrumwa.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@fulcrumwa.com | 75% |
{first name}.{last name} | john.doe@fulcrumwa.com | 25% |
About Fulcrum Wealth Advisors
Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy. Fulcrum Wealth Advisors has a diverse client base that includes wealthy individuals, families, private business owners, trusts, not-for-profit organizations, and corporate retirement plans. We are independent, free from outside influences, and owned by local partners. Independence means no corporate parent or pre-negotiated contracts will ever influence our clients’ best interests. We adhere to our role as stewards of wealth rather than brokers or salespeople. Not having outside shareholders means the client’s assets do not serve the interests of faraway shareholders. Thus, we strive to be free from potential conflicts of interest that arise, such as when a corporation prioritizes its shareholders' interests over those of its clients. We do not have any “soft dollar” relationships with money managers that might influence our advice. As a result, we strongly align our interests with those of our clients. 10940 NE 33RD PLACE, STE 210, BELLEVUE, WA 98004. 877-400-0260 Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Some Investment advisory services are offered through Fulcrum Wealth Advisors, LLC. Fulcrum Wealth Advisors, LLC is a registered investment advisor in the State of Washington. Please email us for more information: info@fulcrumwa.com
Fulcrum Wealth Advisors revenue & valuation
| Annual revenue | $2,000,000 |
| Revenue per employee | $334,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Fulcrum Wealth Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Fulcrum Wealth Advisors has never raised funding before.
Fulcrum Wealth Advisors Tech Stack
Discover the technologies and tools that power Fulcrum Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
Reverse proxies
JavaScript libraries
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Miscellaneous
Security
CDN
CDN
Issue trackers
Appointment scheduling
Tag managers
Sweden
United Kingdom
Denmark
Frequently asked questions
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